Sales Senior Lead Territory Manager

Job Summary:

The Small Business, National Partners Relationship Manager is responsible for profitable growth and engagement with large brokers, aggregators, and networks. In partnership with the National Sales Center and field sales team, this role drives production across both centralized and geographic execution, with a focus on strengthening the agency experience and aligning to shared performance goals.

The ideal candidate brings a strategic mindset, strong relationship skills, and the ability to lead through influence to drive performance across the Small Business segment.

Job Responsibilities:

• Approach each agency with curiosity and a problem-solving mindset, working to understand their unique business models and deliver tailored solutions that position Westfield as a growth-minded and adaptable partner.
• Develop a comprehensive sales strategy, working closely with various departments to build strong partnerships, accelerate performance, and support growth objectives.
• Collaborate with the National Sales Center to ensure coordinated execution with centralized partner engagement.
• Partner with Territory Leaders and Managers to localize national strategies that support growth at the market level.
• Facilitate agency planning and business reviews to strengthen relationships and track progress toward goals.
• Leverage dashboards and reporting tools to monitor trends, identify improvement opportunities, and guide conversations.
• Serve as a key contact for producers and agency leaders to improve the overall agency experience and simplify doing business with Westfield.
• Represent Westfield at key industry and agency events to reinforce strategic alignment and visibility.
• Bring forward industry trends, market dynamics, and competitor activity affecting national agency partnerships.
• Serve as a subject matter expert and peer mentor to Territory Mangers and other team members.

Job Qualifications:

• 10+ years of insurance business development experience, with strong emphasis on small business.
• 3+ years of proven success developing and managing complex national partner relationships up to the senior executive level and delivering profitable growth through strategic engagement. Including strong familiarity with national partner structures, compensation models, and growth strategies.
• Bachelor's degree in Business, Insurance, Marketing, or related field; advanced degree or industry designations (e.g., CPCU, CIC) preferred.
• Proficiency in Microsoft Office Suite, CRM platforms, and data reporting tools.
• Willingness to travel for agency visits, partner meetings, and industry events.

Behavioral Competencies:

• Relationship Management: Builds high-trust partnerships and adapts engagement strategies based on audience and objective.
• Results Orientation: Pursues goals with urgency, accountability, and measurable impact.
• Strategic Thinking: Connects the dots between market dynamics, partner needs, and business goals to drive informed decisions.
• Executive Communication: Articulates ideas with clarity and influence across all levels of leadership.
• Collaboration: Works seamlessly across departments to deliver shared outcomes and integrated partner support.
• Adaptability: Maintains focus and productivity in dynamic, changing environments. Skilled at managing multiple priorities and navigating ambiguity with professionalism and composure.
• Influence Without Authority: Gains buy-in and drives execution across teams and stakeholders outside direct reporting lines.

Work Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

• Ability to work effectively in an office, hybrid, or remote work environment for 40+ hours per week (including sitting, standing, and working on a computer for extended periods of time).
• Ability to communicate effectively in a collaborative work environment utilizing various technologies such as: telephone, computer, web, voice, teleconferencing, e-mail, etc.
• Ability to travel as required.

This job description describes the general nature and level of work performed in this role. It is not intended to be an exhaustive list of all duties, skills, responsibilities, knowledge, etc. These may be subject to change and additional functions may be assigned as needed by management.